Account Manager

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🕒 April 15

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Incard

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Incard is a financial platform built for ecommerce businesses and entrepreneurs, offering multi-currency business accounts, Visa-branded physical and virtual cards with cashback rewards, and payment/e-money services to accelerate global revenue collection. The platform provides integrations with ecommerce stacks (Shopify), advertising platforms (Meta), payment gateways, and accounting software (Xero), plus real-time cashflow insights, accounting automation, and expense management to simplify financial operations and decision-making.

📋 Description

• Own and manage a portfolio of active Incard business accounts, serving as their primary point of contact and trusted advisor • Conduct regular check-ins and business reviews with customers to ensure they're getting maximum value from the platform • Monitor account health and usage patterns to proactively identify churn risk, address issues early, and keep retention high • Identify and close upsell and cross-sell opportunities within your portfolio, growing revenue per account over time • Ensure a smooth handover from the Activation team, picking up newly onboarded customers and building the relationship from day one • Use AI-powered tools to track engagement signals, prioritise outreach, and personalise your approach across a large book of accounts • Act as the voice of the customer internally — feeding insights, feature requests, and friction points back to Product and Marketing • Collaborate with the wider Sales team to share learnings, case studies, and best practices that improve the overall customer experience

🎯 Requirements

• Experience in account management, customer success, or relationship management within fintech, SaaS, or payments • A proactive, consultative approach — you don't wait for customers to come to you with problems, you anticipate them • Strong commercial instincts with the ability to identify upsell and cross-sell opportunities naturally within conversations • Excellent communication skills, comfortable building trust with founders, finance teams, and business owners • Comfortable using AI tools to monitor account health, personalise outreach, and surface insights across your portfolio • Previous experience managing a portfolio of SMB or mid-market accounts in a fintech or business banking environment • Familiarity with CRM tools like HubSpot or Salesforce and a disciplined approach to tracking customer health and activity • Experience working with product and engineering teams to advocate for customer needs and influence the roadmap • Hands-on experience using data and AI-driven tools to identify churn risk and proactively intervene • An understanding of the entrepreneur and SMB market in the UK or Europe

🏖️ Benefits

• Competitive cash-based compensation • Incard stock options • 25 days of paid time off per year, plus bank holidays and your birthday off • Global health insurance and unlimited paid sick leave